Willingness to recommend

The Personal Finance Portal (PFP) (Intelliflo)

Value for money

3.52/5

Support

3.52/5

Integrations

3.65/5

Based on 31 reviews

Working hand-in-hand with Intelligent Office (iO), Personal Finance Portal (PFP) gives users and their clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.

NextWealth view

PFP came top in our recent survey for the most-used client portal with 35% of financial planners citing it as their solution. This tallies with the popularity of Intelliflo's back office solution with which this is an easy integration coming from the same software house. As with Intelligent Office, usage is higher amongst firms with 6 or fewer planners (44% of whom use PFP), compared with 23% of larger firms with more than 20 staff. Reviews of client portals have not been particularly positive in general, however PFP scores more highly than its competitors.

Integrations

3.65/5

Based on 31 reviews

Cash Management

Cashflow Modelling

Other

Platform

Practice Management System

Research

Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No other integrations available.

No integrations available for Platform

Intelligent Office (Intelliflo)

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for The Personal Finance Portal (Intelliflo)

5/5

Willingness to recommend

4/5

Integrations

3/5

Value for money

2/5

Service

No comment left by user

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

expensive

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

3/5

Value for money

3/5

Service

It allows secure and identifiable contact with clients

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

Good service

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

Because its simple and easy to use

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

No comment left by user

AnonymousMarch 2020

5/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

Meet our demands

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

5/5

Value for money

4/5

Service

Simple and cost effective

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

2/5

Value for money

3/5

Service

Long tech response times is problems arise

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

3/5

Service

Safe & secure

AnonymousMarch 2020

1/5

Willingness to recommend

2/5

Integrations

1/5

Value for money

1/5

Service

"real problems with tech

AnonymousMarch 2020

1/5

Willingness to recommend

2/5

Integrations

2/5

Value for money

3/5

Service

it's not very good

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

5/5

Service

"It is very straightforward to set up with a client during a meeting

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

simple and clients like it

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

No comment left by user

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

Does its job as part of a wider range of tech supports

AnonymousMarch 2020

4/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

It works effectively

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

4/5

Value for money

5/5

Service

I am assured that it works well

AnonymousMarch 2020

3/5

Willingness to recommend

2/5

Integrations

2/5

Value for money

2/5

Service

Need development

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

3/5

Value for money

4/5

Service

No comment left by user

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

We are only just starting to open this up to clients

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

Don't use very much

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

3/5

Service

Simple for clients to use

AnonymousMarch 2020

5/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

Great how it links back to the back office and you can have meetings via the portal and send data securely

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

Its is a good system

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

Very good and secure

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

Visually it could be better.

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

No comment left by user

AnonymousMarch 2020

1/5

Willingness to recommend

1/5

Integrations

1/5

Value for money

1/5

Service

No comment left by user

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

4/5

Value for money

3/5

Service

Great way to help reduce paper and increase service to clients

AnonymousMarch 2020

5/5

Willingness to recommend

4/5

Integrations

3/5

Value for money

2/5

Service

No comment left by user

AnonymousDecember 2019

Read more

Keep up to date

Sign up for our bi-monthly update on the adviser tech stack, including snippets of actual user reviews.